Focus Financial Retirement Specialists believes that financial confidence is achieved using solid strategies, objectivity and a large variety of investments and tools that best address YOUR unique needs and goals. By using LPL Financial as our broker/dealer we offer our clients a complete array of financial services. We offer impartial research, dynamic technology and non-proprietary products to help you pursue your goals.



  • Traditional and Roth IRAs
  • Simplified Employee Pension Plans (SEP's)
  • SIMPLE retirement plans
  • 401(k), 403(b), 457 and Profit Sharing Plans
  • Retirement Planning
  • Financial Planning
  • Roth IRA Conversions


  • Mutual Funds and ETF's
  • Stocks and Bonds
  • Annuities
  • Real Estate Investment Trusts (REITS)
  • Unit Investment Trusts


  • Life Insurance
  • Long-Term Care